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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,451 | $99,652-67.4% | $78,778-58.8% | $147,586-78.0% |
| Participation rate | 94.4% | 76.2%+18.2pp | 69.2%+25.3pp | 82.8%+11.6pp |
| Annual return | 12.53% | 47.28%-34.8pp | 35.62%-23.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,289 | $2,796-53.9% | $1,986-35.1% | $4,876-73.6% |
| Participant deferral / active EE | $2,949 | $3,664-19.5% | $2,958-0.3% | $5,439-45.8% |
| Admin fee / account holder | $620 | $7,155-91.3% | $5,134-87.9% | $10,886-94.3% |